$311.97 is roughly the 13F-based cost proxy that dataroma uses across superinvestors. That's an unrealized loss of -2.55% at the current price of ~$304. Interpret that how you wish.
Derek Quick
Derek Quick16.8. klo 21.08
$UNH The biggest short is now long United Health. Andrew Left of Citron just went long UNH as per @CitronResearch Heck even Michael J Burry the real big short is long UNH! The Dream Team assembled at the bottom, Buffett, Burry, 19+ superfunds, full insider buying, plus the legendary CEO who built this empire returns. Stephen Hemsley previously ran UNH up 1,400% from 2009 lows while reducing float by 400M+ shares. Now he's back during another crisis. Biggest gap up since 2008 recently. Lowest FCF multiple ever. Under 100M free float shares left based on 86.5% institutional ownership & recent volume & gamma. The smart money loaded up Berkshire-Buffett, Dodge & Cox, Simons, Soros, Burry, Tepper, Torray, Davis,Cohen, & dozens more blue chip institutions. I expect to see 13Ds incoming as funds cross 5% thresholds. When the best CEO in healthcare history returns during a generational dip with this backing, $1,000 is on my radar in the next few years with the Golden swans I talked about in my thesis.
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